Q1 2025 Holdings
Filed 2025-05-15 | 7 holdings | $154.7M | 13F-HR | View on SEC ↗ · Holdings Table ↗
Sign in to see sub-manager breakdown
| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Innoviva Inc(INVA) | COM | 45781M101 | $51.1M | 2,816,022 | 33.0% |
| Neurocrine Biosciences Inc(NBIX) | COM | 64125C109 | $34.2M | 309,116 | 22.1% |
| Cytokinetics Inc(CYTK) | COM NEW | 23282W605 | $24.1M | 600,000 | 15.6% |
| Ironwood Pharmaceuticals Inc(IRWD) | COM CL A | 46333X108 | $24.1M | 16,390,000 | 15.6% |
| Amarin Corp PLC | SPONS ADR NEW | 023111206 | $11.1M | 24,850,623 | 7.2% |
| Lantheus Hldgs Inc(LNTH) | COM | 516544103 | $9.8M | 100,000 | 6.3% |
| VOR Biopharma Inc | COM | 929033108 | $364.5K | 508,016 | 0.2% |